Opinion

Displaying 2109 results
NEWS OPINION AUG 17, 2015
I'm a salesperson. You should be, too

Being able to persuade people to do what you really believe is in their best interests is very important

Revamp and refresh your online presence
NEWS OPINION AUG 14, 2015
Revamp and refresh your online presence

As summer comes to an end, take some time to revisit web strategies and see if they need an upgrade.

Double whammy: Potential lack of COLA could mean higher Medicare premiums
NEWS OPINION AUG 13, 2015
Double whammy: Potential lack of COLA could mean higher Medicare premiums

If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

Advisers should embrace the digital age and its impact on financial advice
NEWS OPINION AUG 12, 2015
Advisers should embrace the digital age and its impact on financial advice

Robos can be an effective on-ramp for deeper client relationships.

NEWS OPINION AUG 09, 2015
Stock buybacks: Who benefits?

Advisers should thoroughly vet every share repurchase offer in light of each client's unique situation

NEWS OPINION JUL 30, 2015
Analyzing Hillary Clinton's capital gains proposal

If the presidential candidate believes long-term capital gains should be rewarded because they will spur economic growth, she should seek to lower rates, not raise them.

NEWS OPINION JUL 26, 2015
SEC in-house justice system stacks the deck

Too many questionable aspects to the process make it hard to be perceived as fair.

NEWS OPINION JUL 24, 2015
Do your homework on securities-backed loans

Clients taking out securities-backed loans might see only the advantages and not the risks.

NEWS OPINION JUL 17, 2015
Why goals-based wealth management has yet to reach its full potential

Current adviser technology needs to be pushed to its limits to help goals-based planning take off.

7 reasons why financial stewardship is more valuable than a fiduciary standard
NEWS OPINION JUL 15, 2015
7 reasons why financial stewardship is more valuable than a fiduciary standard

Could financial stewardship be used as a higher professional standard of care by advisers?

Avoid the summer slowdown by using social media
NEWS OPINION JUN 30, 2015
Avoid the summer slowdown by using social media

Make these your biggest months by staying connected with clients and actively look for opportunities to engage with new prospects.

NEWS OPINION JUN 28, 2015
Millennials make good customers

NEWS OPINION JUN 28, 2015
Middle class deserves unbiased advice

People most in need of unbiased advice either cannot get it or are getting it from brokers who aren't necessarily looking out for their best interests.

NEWS OPINION JUN 21, 2015
SEC wants input on ETPs

NEWS OPINION JUN 18, 2015
Take time to re-examine engagement

Don't assume you know how your team members feel about their jobs. Great businesses measure team engagement

NEWS OPINION JUN 17, 2015
Warren vs. White: The tone is unfair

There are better ways for Sen. Warren to handle her frustrations with Mary Jo White's management of the SEC

NEWS OPINION JUN 16, 2015
Why investing in local, SEO-driven adviser websites is the new priority

Advisers in local communities gain trust as they grow their client base and, in doing so, also enhance the firm's brand.

NEWS OPINION JUN 15, 2015
Thinking like a retiree is quite different than thinking like an investor

Retirement income planning is now established as a vital component of financial planning.

Time for RIAs to break out of the cottage industry mold
NEWS OPINION JUN 11, 2015
Time for RIAs to break out of the cottage industry mold

Tips on creating a real business to attract more clients and employees

NEWS OPINION JUN 11, 2015
Time to get in gear on longevity annuities

There's a lot to be done to reach the full potential of QLACs